Plancorp LLC’s Verizon VZ Stock Holding History

Plancorp LLC’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$785K	Buy	18,387 +5,055	+38%	+$237K	0.02%	209
2026 Q1	$614K	Sell	13,332 -426	-3%	-$19.7K	0.02%	203
2025 Q4	$560K	Sell	13,758 -2,540	-16%	-$103K	0.02%	208
2025 Q3	$716K	Sell	16,298 -5,350	-25%	-$232K	0.02%	184
2025 Q2	$937K	Sell	21,648 -841	-4%	-$36.4K	0.03%	157
2025 Q1	$1.02M	Buy	22,489 +762	+4%	+$31.7K	0.04%	144
2024 Q4	$869K	Buy	21,727 +110	+0.5%	+$4.64K	0.04%	140
2024 Q3	$971K	Buy	21,617 +725	+3%	+$30.3K	0.04%	131
2024 Q2	$862K	Buy	20,892 +170	+0.8%	+$6.85K	0.04%	137
2024 Q1	$870K	Buy	20,722 +3,005	+17%	+$121K	0.04%	131
2023 Q4	$668K	Buy	17,717 +1,290	+8%	+$45.6K	0.03%	140
2023 Q3	$532K	Sell	16,427 -1,347	-8%	-$45.5K	0.03%	147
2023 Q2	$661K	Sell	17,774 -68	-0.4%	-$2.52K	0.04%	132
2023 Q1	$694K	Sell	17,842 -489	-3%	-$19.3K	0.04%	134
2022 Q4	$722K	Buy	18,331 +1,306	+8%	+$49.2K	0.04%	121
2022 Q3	$646K	Sell	17,025 -225	-1%	-$10K	0.04%	118
2022 Q2	$875K	Buy	17,250 +587	+4%	+$29.7K	0.06%	103
2022 Q1	$849K	Buy	16,663 +648	+4%	+$34.3K	0.06%	109
2021 Q4	$832K	Sell	16,015 -502	-3%	-$26.2K	0.05%	111
2021 Q3	$892K	Buy	16,517 +166	+1%	+$9.18K	0.06%	103
2021 Q2	$916K	Buy	16,351 +170	+1%	+$9.76K	0.07%	94
2021 Q1	$941K	Buy	16,181 +40	+0.2%	+$2.26K	0.21%	85
2020 Q4	$948K	Buy	16,141 +756	+5%	+$44.9K	0.23%	78
2020 Q3	$915K	Sell	15,385 -1,351	-8%	-$78.5K	0.28%	67
2020 Q2	$923K	Sell	16,736 -952	-5%	-$53.6K	0.28%	65
2020 Q1	$950K	Buy	17,688 +248	+1%	+$14.2K	0.37%	54
2019 Q4	$1.07M	Sell	17,440 -165	-0.9%	-$9.95K	0.33%	59
2019 Q3	$1.06M	Buy	17,605 +374	+2%	+$21.5K	0.41%	46
2019 Q2	$984K	Sell	17,231 -844	-5%	-$48.6K	0.39%	49
2019 Q1	$1.07M	Buy	18,075 +1,864	+11%	+$106K	0.4%	57
2018 Q4	$911K	Sell	16,211 -2	-0%	-$113	0.41%	57
2018 Q3	$866K	Sell	16,213 -7,884	-33%	-$417K	0.34%	69
2018 Q2	$1.21M	Sell	24,097 -77	-0.3%	-$3.73K	0.48%	45
2018 Q1	$1.16M	Sell	24,174 -196	-0.8%	-$9.85K	0.37%	46
2017 Q4	$1.29M	Buy	24,370 +240	+1%	+$11.8K	0.42%	44
2017 Q3	$1.2M	Buy	24,130 +13	+0.1%	+$612	0.35%	45
2017 Q2	$1.08M	Sell	24,117 -537	-2%	-$25K	0.32%	52
2017 Q1	$1.2M	Buy	24,654 +1,018	+4%	+$51.1K	0.35%	47
2016 Q4	$1.26M	Sell	23,636 -356	-1%	-$17.8K	0.36%	45
2016 Q3	$1.25M	Buy	23,992 +9,732	+68%	+$522K	0.79%	35
2016 Q2	$796K	Buy	+14,260	New	+$740K	0.71%	27
2016 Q1	–	Sell	-14,260	Closed	-$659K	–	79
2015 Q4	$659K	Buy	+14,260	New	+$647K	0.79%	31
2015 Q2	–	Sell	-14,410	Closed	-$701K	–	108
2015 Q1	$701K	Buy	14,410 +6,587	+84%	+$318K	0.7%	33
2014 Q4	$366K	Sell	7,823 -420	-5%	-$20.5K	0.38%	42
2014 Q3	$411K	Buy	+8,243	New	+$410K	0.43%	52
2014 Q2	–	Sell	-10,480	Closed	-$498K	–	116
2014 Q1	$498K	Buy	10,480 +1,672	+19%	+$79.1K	0.34%	58
2013 Q4	$435K	Buy	+8,808	New	+$433K	0.38%	53

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Plancorp LLC's VZ Position: Q2 2026 in Review

Plancorp LLC increased its Verizon (VZ) stake by 38% in Q2 2026, buying an estimated $237K and bringing the position to 18,387 shares worth $785K. The position accounts for 0.02% of the portfolio, ranked #209.

Plancorp LLC first reported a position in VZ in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.29M in Q4 2017. 924 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Plancorp LLC held 18,387 shares of Verizon worth $785K as of Q2 2026.
Plancorp LLC bought 5,055 Verizon shares in Q2 2026, an estimated $237K.
Verizon made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #209 holding.
Plancorp LLC first reported a position in Verizon in Q4 2013 and has held it in 47 quarters since.
Plancorp LLC's Verizon position peaked at $1.29M in Q4 2017.
924 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.